sap procurement overview and process course

SAP Procurement

Overview and

Process Course

Rev. December 2014

SAP Navigation

3

Objectives

• Understand SAP Basic Navigation

• Understand SAP Master Data

• Understand SAP terminology

4

The SAP Toolbar

5

Status Bar

Customize your status bar by selecting the information you

want to see all the time. In the example below, Transaction

was selected. When you are in a transaction, it will display

the transaction name in the status bar.

6

Using Favorites in SAP Easy Access

Favorites allows you to:

Add, change, move or delete a

favorite.

Insert folder creates file folder to

organize SAP transactions the way you

want to work

Insert transaction adds, changes

and/or moves SAP transactions into

your file folders

Add other objects enters Web sites so

you can access them directly from SAP

7

Using Extras Settings

From the Extras menu, select

Settings. In the dialog box that

displays, select Display

Technical Names to show

transaction numbers with

names in the SAP Menu.

8

Creating Sessions in SAP

A new session can be created by using

the menu path System > Create session

or by selecting the icon.

The SAP status bar displays

the active session number.

9

Closing a Session in SAP

Use the End Session option on the

System Menu or select the icon to

end your session.

10

Printing the Screen

Hard Copy, allows the printing of

a hardcopy of any SAP screen to

an SAP default printer.

11

Transaction Code Hints

SAP Naming Convention:

XXX1 is typically “Create”

XXX2 is typically “Change”

XXX3 is typically “Display”

e.g. MM01 Create Material

MM02 Change Material

MM03 Display Material

12

Quick Navigation with Transaction Codes

Use the prefix “/n” to go

directly from one

transaction to another.

Use the prefix “/o” to start

a new session in a

specific transaction.

13

Initiating Matchcode Search in SAP

Indicates match code capability

The match code shows ways of

searching for lists of data (suppliers,

customers, materials, etc.)

14

Search Help Selections

Allows search for multiple

selections.

Performs search for the

range of numbers entered.

SAP

Procurement

Overview

16

Introduction

The Procurement application that was implemented by IES

is the combination of a Requisition to Invoice process with

the addition of Inventory Management functions.

17

Procurement Sub-Processes

Items in “red” are either not used, or are now being performed in SRM.

18

Master Data

Master Data:

Master Data is the foundation for Procurement. Its

purpose is to control and manage the data containing

attributes and characteristics for materials, services, and

suppliers.

19

Requisitioning

Requisitioning:

When a material or a service is needed, a requisition is

used.

Note: The only requisitions done in R/3 are for MRP and

Inventory orders, all others are now created in SRM.

The exception would be if they are for Market Price.

20

Sourcing

Sourcing:

Sourcing determines and maintains a list of suppliers for

materials and services.

Using Master Data improves the efficiency and

effectiveness of this sub-process.

21

Contracting

Contracting:

The Contracting sub process facilitates the establishment

of contractual relationships with suppliers and agencies for

the purchase of materials and services.

22

Purchasing

Purchase Ordering:

Purchase Ordering consists of placing Purchase Orders

with suppliers for materials and services, referencing

requisitions, sourcing, and contracts.

23

Receiving

Receiving:

After Purchase Orders have been created, the Receiving

process will manage the receipt of those materials, as well

as manage the acceptance of services rendered.

24

Invoicing

Invoicing:

After materials or services are received, supplier invoices

can be accepted and paid.

Supplier invoices will be posted in SAP R/3 for each PO,

referencing Master Data as needed.

25

Inventory Management

Inventory Management:

Inventory Management controls inventory counts and the

availability of items.

This includes materials issued, returns, transfers, and

physical inventory counts.

SAP Purchasing

Requisitioning-Purchase Orders-

Goods Receipts-Invoicing

Course Objectives

28

Course Objectives

• After successfully completing this course you will be able to:

– Search SAP for vendor, material, requisition, contract,

purchase order, Goods Receipt, or Invoice information

– Change, Delete, or Process a Purchase Requisition

– Create, Change or Delete a Purchase Order

– Run Purchase Order reports in SAP

– Approve Purchase Orders

Course Overview

30

Purchasing Course Overview

• Display Vendor (XK03)

• Display Material Master (MM03)

• Display Contract (ME33K)

• Create Purchase Order (ME21N)

• Change, Cancel, Delete Purchase Order (ME22N)

• Approve Purchase Order (ZME28)

• Print Purchase Order and Purchase Order Changes (ME9F)

• Display Purchase Order (ME23N)

31

Purchasing Course Overview

• List Displays of POs (various)

• Display Vendor Invoice Document (ME23N or Y_DC1_32000525)

• View Accounting Information (ME23N)

32

Agency Contracts – PO Criteria

• A purchase order that is created against a contract

includes definite quantity commitments, as well as

definite dollar commitments at the time of the issuance

of the order.

• A purchase order constitutes an authorization to the

supplier to deliver the materials or services

Note: Purchase Orders are not a source of supply.

33


• The purchase order is an encumbered document

• A validity period may exist

• Actual delivery dates must be specified for the purchase

• Account Assignment must be entered per line item

• Purchase orders require a plant to be entered. Without

proper authorization an agency-wide purchase is not

possible for agencies that have multi-plants (for example,

PennDOT, Public Welfare and Correctional Industries).

34


• The purchase order is used by agencies to order items

from agency-wide or multiple agency contracts

• Goods receipts and invoice payments are created with

reference to a purchase order

Master Data

36

Master Data Introduction

Master Data (MD) manages all material and service

information for Procurement and Finance for the

Commonwealth.

Master Data is made up of master records, which contain

the description of the material or service that is to be

procured, as well as other general agency information.

Master Data is used throughout the Procurement process.

It is the sub process that establishes the foundational data

for all other sub processes in the Procurement process. In

addition, it helps prevent duplicate data.

37

Master Data Introduction

• Material Master:

– Houses basic data about materials that are purchased, used, or

otherwise managed by the Commonwealth

• Vendor Master:

– Stores basic data about suppliers from which the Commonwealth

purchases materials and services

38

Display Vendor Record (XK03)

• This transaction allows the user to display all the information

contained in a supplier’s master record, based on the vendor

number. Use this transaction to research any aspect of the

supplier’s master data.

• The XK03 transaction allows the user to see information in all

screens. Note: The Commonwealth is not using the Withholding

tax screen.

• The multiple screens and all the fields contained in each are

displayed and structured in exactly the same sequence as if the

user was creating or changing the vendor master record, except

all fields are grayed-out as the user is in display-only mode.

39


Initial Display Screen

1. Use match code search to find the

vendor number. Enter Company Code

and Purchase Org.

2. The boxes in these

areas allow the user to

select which screens to

view

3. Select the ENTER

icon when done to

view the supplier’s

information

40


Example: Display Vendor: Address

41

Display Material (MM03)

• Material Master Record

– Contains all information relative to a material: physical

characteristics, finance account, MRP, purchasing, inventory,

storage, etc.

• With this transaction the user can display a material

master record as it currently exists in the SAP system

42


• The types of information contained for the material

include:

– Material Description

– Unit of Measure

– Storage location stocks

– Material Valuation

– Purchasing information

– MRP (material requirements planning)

43


To display material master information, use

transaction MM03.

• Enter your material number

• Select the SELECT VIEWS button

• A separate dialog box will display

• In the dialog box, select Basic Data 1, Purchasing,

and Accounting 1

• Select the GREEN checkmark at the bottom of the

dialog box

Note: If you are running MRP, you would select the

views listed above in addition to the MRP1, MRP2,

and MRP3.

44


When you select the GREEN checkmark, the dialog box shown below will display.

• Enter your plant and select the GREEN checkmark

45


This will display the information for the

material. By selecting the tabs at the top,

you can move through the different views.

Display Contracts

47

Contracts (Outline Agreements)

There are a number of different contract types to accommodate the

needs of both Statewide and Agency contracts in SAP. Generally

these will be:

Value Based – Used if the total value to be ordered during the

validity period of the Contract is know in advance.

Quantity Based – Used if the total quantity of all release orders

(POs) issued against the Contract is not to exceed a certain

predefined quantity.

Note: This has changed with the implementation of SRM, they are

no longer defined as Value Based or Quantity Based.

48

Contract Approvals

After the Contract is created and saved, it is automatically

routed for the appropriate approvals.

49

Contract Conditions

Contract Conditions:

Maintains current pricing, discounts, freight charges, and

other price data by Contract.

These conditions will be copied from the selected Supplier

Quotation to decrease data entry.

However, if necessary, they can also be entered directly

into the Contract.

50

Display Contract (ME33K)

• This transaction allows the user to display all the

information contained in a contract (outline agreement)

• To begin this transaction, you can use either the menu

path or the transaction code

Menu Path:

Transaction: ME33K

Logistics > Materials Management > Purchasing

Outline Agreement > Contract > Display

51


To display a contract, select the match code next to the Agreement space. This will open a

dialog box to search for your contract number. Select the appropriate search tab, and

enter criteria, then select the GREEN checkmark. Locate the contract and select the

number, this will populate the contract number into the Agreement field. Select the GREEN

checkmark at the top to display the contract.

52


The contract will open to the

Item Overview screen. This

screen lists the material,

description, material group,

unit of measure, price, and

vendor number.

See the next slide for a

description of the icons

used in this display.

53


• Hat – Header Data (validity date)

• Envelope – Supplier Information

• People – Supplier Partner Info

• Flag – Release Strategy

• Puzzle Piece – Item Detail

• Paper/Pencil - Text

The icon/drop down next to the

“Display Contract” is the SERVICES

FOR OBJECT icon. Select the drop

down paper to view the attachment to

the contract.

Requisitioning

55

Overview of Requisitioning, Sourcing, and Purchasing

• Requisitions are the beginning of the procurement

process.

– Requisitions in SAP are created via MRP processing or

manually for inventory orders

• These requisitions are then pushed into SRM through Plan Driven

Procurement (PDP) for processing by procurement professionals

56

Overview of Requisitioning, Sourcing and Purchasing

• Sourcing identifies the suppliers available to satisfy the

procurement needs

– Planned orders created from MRP run are converted into

requisitions to begin the procurement process

Purchasing

58

Overview of Purchasing

• An SAP purchase order is created with reference to a contract (release orders)

• Purchase orders cannot be created until a source of supply and a price have been established

• Purchase orders that require approvals cannot be sent to the supplier until the required approvals have been fully executed

59

Overview of Purchasing

• Purchase orders can be created for both materials and

services, and can be for both inventory items and

expensed items

• Purchase orders cannot be created with items from

multiple contracts on the same purchase order

• Purchase orders always require accounting information

• Purchase orders are always encumbered

60

Purchase Orders

Purchase Orders are used to place orders with suppliers

for materials or services

There are a number of types of Purchase Orders,

including Standard, Emergency, Off-Contract, and Sole

Source. However, only Standard PO New is used today in

SAP, all other types are now being used in SRM.

61

Purchase Order Approvals

All Purchase Orders will require at least one approval.

(The SAP workflow thresholds are $3,000, please note

that these thresholds are not consistent with SRM.)

Approvals for Purchase Orders will be routed automatically

to the appropriate approver via workflow when

appropriate.

62

Create Purchase Order (ME21N)

• This transaction is used to create a purchase order



Menu Path: Logistics > Materials Management > Purchasing>

Purchase Order > Create > Vendor/Supplying Plant Known

Transaction Code: ME21N

63


The purchase order is divided into three sections: Header, Item Overview, and Item

Detail. The Header and Item Detail are divided into sub-tabs and the Item Overview is

designed like a spreadsheet.

Doc Type is Standard PO (New)

64


Above the Header are the Order Type, Vendor, and Doc Date (date defaults) which must

be completed. The Header section contains information applicable to all line items

contained on the purchase order. The tabs include: Delivery/Invoice, Conditions, Texts,

Address (supplier’s), Communications Data, Partners, Additional Data (validity period),

Org Data, Status, and Customer data.

65

Purchase Order Header Text

• Header texts are used to store information on a purchase

order that will be applicable to all line items contained on the

purchase order. The following texts have been defined for

use by the Commonwealth.

– Header Text: used to store any special instructions and

conditions required of the supplier. This text will be printed out on

the purchase order that will be sent to the supplier.

66


– Encumbrance Information Text: used to store fund, cost center

and G/L account numbers as well as the amount encumbered per

fund. This field should also be used to enter the justification of the

purchase and any special notes for internal use. This text will not

print out on the purchase order that will be sent to the supplier.

– Shipping Instructions: used to enter any specific shipping

instructions to supplier that relate to all items on the purchase

order. This text will always copy from the contract. This text will

be printed out in the purchase order that will be sent to the

supplier.

67


– Terms of Payment: used to enter any type of special payments that need to be communicated to supplier. An example would be staggered payments. Note that this text is not used to establish the standard payment period for an invoice. This text will always copy from the contract. This text will be printed out in the purchase order that will be sent to the supplier.

– Insurance Information Text: used to input any insurance information related to the purchase order. This text will always be printed out in the purchase order that will be sent to the supplier.

– Bond Information Text: used to input any bond information related to the purchase order. This text will always be printed out in the purchase order that will be sent to the supplier.

68


– Vendor Memo General: copies from vendor master. This text will

be printed out in the purchase order that will be send to the

supplier.

– Vendor Memo Purchasing Org: copies from vendor master. This

text will be printed out in the purchase order that will be sent to

supplier.

– Confidential Terms of Payment Note: used for communication with

the invoice processor. This text will always copy from the contract.

This text will not be printed out in the purchase order that will be

sent to the supplier, as it is confidential information that is simply

stored here.

69

Purchase Order Item Text

• Item texts are used to store information on a purchase order

that will be applicable to a particular line item in the order.

The following text have been defined for use by the

Commonwealth:

– Item Text: used to store any special instructions and conditions to

the supplier. If no attachment exists, this text will always copy from

the contract. This text will be printed out in the purchase order that

will be sent to the supplier.

70

Purchase Order Item Text

– Material PO Text: used to supply additional descriptive

information for the material or service. This text will copy from the

material master or service master record and will print out in the

purchase order that will be sent to the supplier.

– Shipping Instructions: used to enter any specific shipping

instructions to that supplier that apply to an individual item in the

order. This text will always copy from the contract. This text will

be printed out in the purchase order that will be sent to the

supplier.

71

Change Purchase Order (ME22N)

• This transaction is used to change, cancel, delete and add

an attachment to a purchase order

• Some changes to a purchase order will require the order to

go through another release strategy (re-approval), including

a change to terms and conditions or an increase to price

and/or quantity of greater than 10%. Certain other release

thresholds may be surpassed because of an order change

as well.

72

Adding Attachments to Purchase Orders

• Attachments can be added to orders via the change

purchase order transaction (ME22N) only

• Most document types can be added to a purchase order,

such as Word, Excel, PowerPoint, Adobe Acrobat, or other

documents that may be submitted by the supplier

73

Purchase Order Amendments & Changes

• There is no version control for purchase order changes.

Once the purchase order is changed only the latest version

of the purchase order is displayed on the screen.

• A history of purchase order changes is recorded by the

system so that a user can see who made changes and when

the changes were made to the order. For each changed

field the old value and new value will be recorded, with the

exception of header and item texts. The time of the text

changes and the user ID are recorded by the system, but

not the old versus new entries.

74

Approval Process for Purchase Orders

• No approval is required for purchase orders of less than $3,000 in

SAP. Document type is Standard PO (New)

• Any non-standard terms and conditions require additional approvals

75

Approve Purchase Order (ZME28)

• This transaction is used to approve a list of purchase

orders that are ready for further procurement processing

• Before a purchase order can be sent to the supplier, it

must go through the approval process (release strategy)

76

Approve Purchase Order (ZME28)

• Display the Release (Approve) Purchasing Documents

screen using transaction code ZME28

• Complete the Release code (code for approving

agent), Set Release (indicator used to search for

documents ready to be set for release), Enter Plant

(agency code)

• Select the EXECUTE button

• This will display a list of documents waiting approval

• Double click the document and review the information

• Then go back to the document list, with the document

just reviewed still selected, and select the “Release”

button.

• You will see a message at the bottom of the screen

stating the PO is set for release. Select the SAVE

icon, the Release (Approve) Purchase Document

screen appears displaying a system message

“Release Saved”.

77

Transmit Purchase Order (ME9F)

• Use this transaction to print or transmit a purchase

order or purchase order change to a supplier



Menu Path:

Transaction: ME9F

Logistics > Materials Management > Purchasing >

Purchase Order > Messages > Print/Transmit

78

Transmit Purchase Order ME9F

• Once in ME9F, enter your

Purchasing Organization and

Purchasing Group number

• Select the EXECUTE icon

79

Transmit Purchase Order (ME9F)

• A list of purchase orders

ready for transmitting will

display

• Select the purchase order to

be printed by selecting the

box to the left of the entry

• Select the OUTPUT

MESSAGE button

• You can also select the

DISPLAY MESSAGE button

to display the purchase

order before you Output it to

make sure it is correct

80

Re-Transmit Purchase Order (ME9F)

• Enter your purchase order

number

• Change the Processing status

field to “1” to re-submit


Re-Transmit:

81


• Select the last message line of the purchase order to be printed, select the

MESSAGE DETAIL button.

• Select the last message line

• Select the REPEAT OUTPUT button,

then select the SAVE icon

• Select the GREEN (back) arrow to

take you back to the search screen

82


• Once you are back to the search

screen, re-enter your purchase order

number

• You will now leave the Processing

Status at “0”

• Select the Execute button.

• This will display your purchase

order ready for reprinting

• Select the purchase order by

checking the box to the left

• Select the OUPUT MESSAGE

button

83

Display Purchase Order (ME23N)

• Use this transaction to display a purchase order and

review the information



Menu Path:

Transaction: ME23N

Logistics > Materials Management > Purchasing

Purchase Order > Display

84

Display Purchase Order (ME23N)

ME23N allows you to display a document. Notice the fields are grayed out so

changes can’t be made.

85

List Displays of Purchase Orders (various)

• These transactions allow the user to display lists of purchase orders for a specific plant

• There are several ways to display a list of purchase orders:

– ME2B List POs by Requisition Tracking Number

– ME2C List POs by Material Group

– ME2K List POs by Account Assignment

– ME2L List POs by Vendor

– ME2M List POs by Material

– ME2N List POs by Document Number

– ME2S List Services by PO Number

Invoicing/Good Receipt

87

Overview of Invoice Entry

An invoice is created in the system in one of four ways:

1. Payable Services PO Box(Scanned at Revenue)

2. Evaluated Receipt Settlement (ERS)

3. Invoicing Plan

4. XML

88

Overview of Invoice Entry

• Supplier sends paper invoices to a central PO box in the

Dept of Revenue. The invoice is scanned and indexed

based on key elements from the invoice.

• Comptroller conducts a pre-audit review of each PO

invoice prior to posting the document in SAP. Upon

posting of the invoice document, the system completes a

3-way match to confirm that the Goods Receipt, Invoice,

and PO are present and any discrepancies are within

acceptable tolerances.

• In addition, SAP also checks for CRP issues when the

invoice is $5,000 or more.

89

Overview of Invoice Entry and Processing

• When the invoice is posted and there is a three way

match, it will be available for the next payment run. A

three way match means PO price >= invoice price and

goods receipt/service receipt qty >= invoice quantity.

• If the invoice price is > the PO price, the invoice will be

blocked for payment with a Price block (Prc.)

90


• If the invoice quantity is > the GR/SR quantity, the

invoice will be blocked for payment with a Quantity

block (Qty).

• A manual block (M) will be set on invoices >= 5K when

obligations exist in the Contractor Responsibility

Program (CRP). When the invoice is blocked for CRP

obligation, it will be routed through workflow back to the

Agency invoice reconciler.

91


• A manual block (M) will be set on all invoices >= $5

million. When the invoice is blocked for >= $5M, it will

be routed through workflow back to the Agency invoice

reconciler who will contact Treasury to get a pay date.

• Both of the Manual blocks are automatically checked for

each invoice processed with reference to a PO. If either

circumstance exists, the invoice processor is given an

error and required to set the manual block on the line

item.

92

Invoicing

Learning Objectives:

• Understand how to search for and display previously

entered GR and Invoice information

• Understand how to locate supplier payment information

• Understand how to display accounting information

93

Display Vendor Invoice Document for Purchase Order (ME23N)

• Display Vendor Invoices can be used to verify internal

questions such as:

– Have the accounts been posted

– Who were the documents created by

• It can also be used to answer supplier questions, such as:

– Has the invoice been created in SAP?

– Has it been sent to Treasury?

– Has Treasury paid the invoice?

– What address was my check sent to?

94

Display GR/Vendor Invoice

Document via ME23N

You can view the Goods Receipt or Invoice Document information in ME23N in the

Item Detail section – Purchase Order History tab.

95

Display Vendor Invoice Document via Y_DC1_32000525

You can also locate supplier payment information by using transaction

Y_DC1_32000525.

96


• Enter your PO number

• Select the check box next to

the PO Related Invoice

Payment Data along with the

check boxes for the three

items below it as shown


97


This will display the Detailed Invoice Payment Report for the purchase order.

98


Scroll to the right to view the check information and payment date.

99

View Accounting Information in ME23N

You can view line item balances and account assignment information in

ME23N by selecting the Environment menu and selecting AC Commitment

Documents.

100


When the dialog box

“Documents in Accounting”

appears, double click on the

Funds Management document.

101


The Document Journal will display showing all activity for line items. You will see carry forwards from previous fiscal years, changes to amounts in PO line items, deletions, and reductions (invoices).

Inventory Management

Overview

103

Inventory Management Introduction

As with Receiving and Invoicing, there was a considerable

change in the Inventory Management (IM) sub process.

It includes an extensive set of transactions, such as

issuance to users, transfers/stock transports between

locations, planning and replenishment, receipt, returns,

scrapping/sampling, and physical inventory adjustments.

104

Inventory Management Components

Replenishment: automates the replenishment of stock based upon

inventory strategies.

Physical Inventory: manages the recording and reconciliation of periodic

physical inventory counts. Counts are taken on printed documents and

then entered into the system. The counts are then matched with the book

inventory stock levels in the system. Differences require a recount,

approvals for unmatched counts, and adjustments.

Issues/Returns: The purpose of this component is to ensure accurate

recording of issues from inventory (when items are used) and returns to

inventory. Issues/Returns includes materials issues, scrapping/sampling,

returns, and external issues.

105

Inventory Management Components

Transfers/Stock Transport Orders: will handle transferring materials

between Commonwealth locations. This is the document that creates the

demand from inventory from shopping cart.

106

Knowledge Check

1. A purchase order that is created against a contract

includes definite quantity and dollar commitments at

the time of issuance.

True

False

107

Knowledge Check

2. A contract constitutes an authorization to the supplier

to deliver the materials or services.

True

False

108

Knowledge Check

3. Which transaction is used to display all the information

contained in a supplier’s master record, based on the

vendor number?

MM03

XK03

ME23N

ME33K

109

Knowledge Check

4. A Material Master Record contains the material

description, unit of measure, storage location stocks,

material valuation, purchasing information and MRP

information.

True

False

110

Knowledge Check

5. Purchase orders that require approvals cannot be sent

to the supplier until all required approvals have been

executed.

True

False

111

Knowledge Check

6. Purchase orders can be created for both contract and

non-contract items, and can be created for items from

multiple contracts.

True

False

112

Knowledge Check

7. The purchase order document type is important as it

will determine who is required to approve the

purchase order.

True

False

113

Knowledge Check

8. If the invoice price is greater than the PO price, the

invoice will be blocked for payment.

True

False

114

Knowledge Check

9. If the invoice quantity is greater than the GR quantity,

the invoice will not block for payment.

True

False

115

Knowledge Check

10. When the invoice is posted and there is a three way

match, it will be available for the next payment run. A

three way match means the PO price >= invoice price

and goods receipt qty >= invoice quantity.

True

False

Questions and

Answers

Reference Material

118

SAP Procurement Transaction Codes

Sub-Process Document Title Transaction Code

Contracting Change Contract ME32K

Contracting Create Agency Contract ME31K

Contracting Create Funds Reservation for MM Contract FMX1

Contracting Display Contract ME33K

Contracting Release and Approve Contract ME35K

Contracting Transmit Contract to Vendor ME9K

Inventory Management ABC Analysis for Cycle Counting - Physical Inventory MIBC

Inventory Management Batch Input: Create Physical Inventory Docs for Cycle Counting MICN

Inventory Management Change Material Price MR21

Inventory Management Change Inventory Count MI05

Inventory Management Change Physical Inventory Document MI02

Inventory Management Create Physical Inventory Document MI01

Inventory Management Create Receiving Report Using MIGO MIGO

Inventory Management Display and Process Planned Orders MD16

Inventory Management Display Issues with Accounting Information Y_DC1_32000698

Inventory Management Display Physical Inventory MI03

Inventory Management Display Stock Requirements List MD07

Inventory Management Display Warehouse Stocks of Material on Hand MB52

Inventory Management Enter Count Without Reference to Document MI09

Inventory Management Enter Inventory Count MI04

Inventory Management Material Document List MB51

119



Inventory Management Physical Inventory List MI24

Inventory Management Picking/Packing Slip - Print Program ZMMPPS

Inventory Management Post Physical Inventory Counts MI07

Inventory Management Print Goods Issue Slip MB90

Inventory Management Print List of Differences - Physical Inventory MI20

Inventory Management Print Physical Inventory Document MI21

Inventory Management Process Stock Transport Orders (STO's) to Goods Issues ZME2W

Inventory Management Run Material Replenishment Planning MD01

Inventory Management Selected Data for Phys. Inventory Docmts W/o Special Stock MI31

Inventory Management Stock/Requirement List MD04

Inventory Management Total Inventory Overview Report Y_DC1_32000466

Inventory Management Transfer Posting of Materials MB1B

Inventory Management View Material Stock Overview MMBE

Invoicing Display Invoice Document MIR4

Invoicing Enter Invoice with Reference to Purchase Order MIRO

Invoicing Enter Vendor Invoice - Multiple Account Assignment MIRO

Invoicing Maintain GR/IR Clearing Account MR11

Invoicing Release Blocked Invoices ZMRBR, MRBR

PR Master Data Assign Object to Classes Master Data CL20N

PR Master Data Block/Unblock Vendor XK05

PR Master Data Change Material Master MM02

120



PR Master Data Change Vendor Master Data XK02

PR Master Data Create Vendor XK01

PR Master Data Display Vendor Account Changes XK04

PR Master Data Display Vendor Master Data XK03

PR Master Data Extend Material Master to Plant MM01

PR Master Data Flag Material For Deletion MM06

PR Master Data Flag Vendor for Deletion XK06

PR Master Data Materials List MM60

PR Master Data View Material Master MM03

Purchase Ordering Approve Purchase Order ZME28

Purchase Ordering Change Purchase Order ME22N

Purchase Ordering Create Purchase Order ME21N

Purchase Ordering Create Purchase Order with Reference to RFQ ME21N

Purchase Ordering Create Request for Quotation ME41

Purchase Ordering Display Purchase Order ME23N

Purchase Ordering Display Purchase Order - Number Unknown ME23N

Purchase Ordering Display RFQ ME43

Purchase Ordering Transmit Purchase Order to Vendor ME9F

Purchase Ordering General Analyses ME80FN

Purchase Ordering List of Changes of Purchase Orders Y_DC1_32000529

121



Purchase Ordering Purchasing Documents Per Account Assignment ME2K

Purchase Ordering Re-Transmit Purchase Order to Vendor ME9F

Purchase Ordering Release (Approve) Purchasing Documents Y_DC1_32000722

Requisitioning List Display of Purchase Requisition ZME5A

Sourcing Display MBEWBE RFQ Analysis ZME49MBEWBE

Sourcing Display Price Comparison List ZME49

Sourcing Maintain Quotation ME47

Sourcing Managing Collective Numbers ZMCOLLNO

Sourcing Transmit RFQ to Vendor ME9A

Sourcing Transmit RFQ to Vendor - Abstract RFQ Output ZXPDF

Sourcing Transmit RFQ to Vendor - Obtaining a Spool Number SP01

Glossary of SAP

Terms

123

SAP Terminology

SAP Terminology can be located by following the

procedures below:

•Log onto the Copa Custom Help website at

www.copacustomhelp.state.pa.us

•On the left navigation of COPA Custom Help is a

Glossary link. Select to pull up the entire SAP Glossary.

http://www.copacustomhelp.state.pa.us/

124

SAP Basic Help Cards

125


126


127


128

Additional Reference Materials

• To view the Management Directives, Executive Orders,

Administrative Circulars, and Manuals go to the Office

of Administration website at www.oa.state.pa.us

• To view the Procurement Handbook and the

Procurement Code, go to the Department of General

Services website at www.dgs.pa.gov, select Businesses

at the top of the page, Materials and Services

Procurement, Procurement Resources

http://www.oa.state.pa.us/

http://www.dgs.pa.gov/

Thank you!

SAP Procurement

Overview and Process

Course